Succession Planning

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Evaluate your potential acquisition for compatibility

The due diligence process should take some time and allow you to carefully review the seller’s practice, including individual client holdings and history, so that you’ll know as much as possible about what you are buying and give yourself the best chance of retaining as many clients as possible

So you’ve found a practice you like and the initial meetings have gone well. Now it’s time to dig a little deeper. The due diligence process should take some time and allow you to carefully review the seller’s practice, including individual client holdings and history, so that you’ll know as much as possible about what you are buying and give yourself the best chance of retaining as many clients as possible. The checklist below identifies things to look for during your evaluation process.